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A tax plan designed to save the business owner the most in taxes.
First-year of tax preparation is included for both the business and personal return (Includes joint personal return if it applies)
Quarterly appointments with appointed CPA to go over questions and tax strategies.
Filing of quarterly taxes if it applies.
Filing of all tax pa
A tax plan designed to save the business owner the most in taxes.
First-year of tax preparation is included for both the business and personal return (Includes joint personal return if it applies)
Quarterly appointments with appointed CPA to go over questions and tax strategies.
Filing of quarterly taxes if it applies.
Filing of all tax paperwork including but not limited to Entity Classification Election, Extensions, etc...
Review of your previous year's taxes to check for maximum savings.
Transaction recording, and bank and credit card reconciliation
Basic monthly financial statements (BS, IS & Cash Flows)
CFO financial statements (BS, IS, CF, KPIs & charts, fixed asset)
Budgeting and forecasting
AP and vendor management
Virtual bill pay
A/R and Revenue tracking
Ideal tax preparation and management consulting services
We offer plans based on the amount of total employees and contractors.
Our team specializes in Gusto, QuickBooks, and ADP
Ideal tax preparation and management consulting services
We manage your average transactions per month using the total of bank & credit card transactions.
Ideal tax preparation and management consulting services
70 West Main Street, Huntington, New York 11743, United States
631-406-3160 70 West Main Street, Huntington, New York 11743, United States
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